· 2022–2024 · DOL EFAST2

INFINIGEN ASSET MANAGEMENT, LLC — INFINIGEN PUERTO RICO SAVINGS AND RETIREMENT PLAN, Form 5500 (2024)

Original filing (PDF)20250530113126NAL0015436896001

INFINIGEN ASSET MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

INFINIGEN PUERTO RICO SAVINGS AND RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

14

Accounts w/ balance

15

Plan assets (EOY)

$401K

Net assets (EOY)

$401K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

71

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INFINIGEN ASSET MANAGEMENT, LLC.

Plan sponsor

Name

INFINIGEN ASSET MANAGEMENT, LLC

EIN

66-0779005all filings

Address

PO BOX 363991 · SAN JUAN, PR · 009363991

Phone

(787) 765-1499

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3C · Not intended to be qualified

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

S & S MECHANICAL SERVICES, INC.

S & S MECHANICAL SERVICES, INC. 401(K) PLAN

$401K · 8 participants

ROADRUNNER AIR CONDITIONING HE

ROADRUNNER AIR CONDITIONING HE 401(K) PROFIT SHARING PLAN & TRUST

$401K · 21 participants

THE ULTIMATE PLUMBER LLC

THE ULTIMATE PLUMBER LLC 401(K) PROFIT SHARING PLAN

$401K · 11 participants

TWIN CITY HEATING AND AIR, LLC

TWIN CITY HEATING AND AIR 401(K) PLAN

$401K · 25 participants

SCHOMERS PLUMBING & HEATING, LLC

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.